Managing Contract Progress
The Contract Progress Overview is the gateway to managing all of the information related to the progress of construction work associated with a contract. Contract progress information includes payment estimates, change orders, DWRs, contract and item adjustments, mix designs, force accounts, and more.
To access the Contract Progress Overview, click the Contract Progress link in the Construction component.
To make changes to contract progress information, first locate the contract by typing criteria in the Quick Find search box or by clicking Show first 10 to display all the contracts in the system. The system displays a rolling list of rows for all the contracts that match your search criteria. Each row contains an Actions button and current values for the following fields:
To change progress information for a contract, click the Contract ID link in the list. You can also select Open from the Actions menu to access this information. For more information, see Maintaining Contract Progress.
To add a new contract, select Add from the Actions menu on the component header. The system takes you to the Add Contract component. For more information, see Adding a Contract.
You can delete a contract that was created in Construction and does not have associated subcontracts by selecting Delete from the Actions menu on the contract row. You cannot delete a contract that was transitioned from a proposal in Preconstruction, however, you can remove it from the contract list by reversing the transition and returning the contract to its proposal status. To reverse a transition, select Undo Transition from the Actions menu on the contract row. Click the Save button to apply your changes to the system.
Caution: Deleting a contract also deletes all of its associated data.
Note: You cannot delete or undo the transition of a contract for which a DWR exists.
Depending on the current status of a contract, a different command is available on the row Actions menu to change the status. For more information, see Changing Contract Status.
To add a DWR to the contract, select Add DWR to Contract from the Actions menu on the contract row. For more information, see Adding a Daily Work Report.
To view the Contract Administration Summary for a contract, select Contract Administration from the Actions menu on the contract row. For more information, see Managing Contracts.
To associate a contract with a price adjustment index, select Contract Price Adjustment Index from the Actions menu on the contract row. For more information, see Maintaining Contract Price Adjustment Indexes.
To view or modify a list of materials and acceptance actions previously generated for items on a contract, select Contract Materials and Acceptance Actions from the Actions menu on the contract row. For more information, see Generating and Maintaining Contract Materials and Acceptance Actions.
To view the contract's approved DBE commitments, select Approved DBE Commitments from the Actions menu on the contract row. For more information, see Managing Contract DBE Commitments.
To maintain the current prime contractor's DBE commitments, select Current DBE Commitments from the Actions menu on the contract row. For more information, see Maintaining the Current DBE Commitment.
To manage end of the month trucking information for a contract, select EOM Trucking from the Actions menu on the contract row. For more information, see Managing End of Month Trucking.
To maintain information in the contract, select General from the Actions menu on the contract row. For more information, see Maintaining a Contract.
To manage the projects that are currently part of a contract, select Projects from the Actions menu on the contract row. For more information, see Managing Contract Projects.
To manage a contract's awarded vendor's low cost items, select Items from the Actions menu on the contract row. For more information, see Managing Contract Items.
To manage the subcontracts currently associated to a contract, select Subcontracts from the Actions menu on the contract row. For more information, see Managing Subcontracts.
To manage payments to the prime contractor, select Payments from the Actions menu on the contract row. For more information, see Managing Contract Payments.
To add a DBE commitment record to the contract, select Add DBE Commitment from the Actions menu on the contract's row. For more information, see Adding a Contract DBE Commitment.
To add an end of month trucking record, select Add EOM Trucking form the Actions menu on the contract's row. For more information, see Adding an End of Month Trucking Record.
To add a subcontract payment, select Add Subcontract Payment from the Actions menu on the contract row. For more information, see Adding a Subcontractor Payment.
To add a subcontract to the contract, select Add Subcontracts from the Actions menu on the contract row. For more information, see Adding a Subcontract.
To access an agency view associated with the contract, select the name of the agency view from the Actions menu on the component header. Data in agency views can be modified only when the associated contract is in Active status.
